How Do I Create a Scheduled Analytics Report?

Last updated: November 5, 2026

A Scheduled Analytics Report Workflow emails a saved Analytics spreadsheet report on a regular schedule, such as a weekly activity summary every Monday morning. Recipients will receive a link to download the report as an Excel (.xlsx) file. This Workflow type can only be sent by email.

Use the steps below to create a Scheduled Analytics Report for yourself or your team.

Required permissions:

  • The Workflows: Create or Workflows: All Access is required to create a Scheduled Analytics Report.

Required features:

  • The Analytics: Saved Reports feature is required to create a Scheduled Analytics Report.

Access the Workflow Creation Page

  1. Go to Hub --> Workflows.

  2. Click Create Workflow. The Create New Workflow page will appear.

  3. Click Create on the Scheduled Analytics Report tile.

  4. Enter a Workflow Name. Adding a Description is optional, but encouraged.

  5. Leave the Active Status toggle set to Active. If you turn off this toggle, the Workflow will be paused and no notifications will be sent out.

Choose the Analytics Report

  1. Click on Add Analytics Reports.

  2. Use the Select a saved spreadsheet report search box to find and select the report you want to send. Only saved reports in spreadsheet view will appear in this list.

Set the Workflow Frequency

  1. Click on Add Recurrence.

  2. Under Establish the Initial Event, choose a Start Date, Start Time, and Time Zone for when the first report will go out.

  3. Under Establish Frequency of Each Recurring Event, choose how often the Workflow will run using the Repeats Every field. You'll need to make further selections if you picked Week or Month for the Workflow frequency.

  4. Under Establish When the Recurrence Ends, choose Never if you want it to run indefinitely. You can also pick After a number of occurrences or On a specific date.

  5. Review the Expected Occurrences window to confirm the dates are correct.

Choose Who Receives the Report

  1. Click on Add Actions.

  2. Under Select Level of Access, choose who will be able to download the report file:

    1. Restricted: Only the Workflow's creator can download the file, after logging in to Ambition. This is the default.

    2. Authenticated: Anyone with the link and an active Ambition account can download the file, after logging in.

    3. Public: Anyone with the link can download the file without logging in to Ambition.

  3. Click on the Email card, then select who will receive the email, such as Send an email to myself or Send an email to a user or multiple users.

  4. Click on Create Workflow. You'll see a message confirming that the Workflow was created.

Note:

  • Reports set to Restricted can only be emailed to yourself, and sending to outside email addresses with Send an email to the following: requires Public. Download links expire 14 days after each report is sent.

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